ChartVaultChartVault
Insight & Growth

Tags & Segmentation

Label clients with free-form tags and filter your whole practice by segment instantly.

Tags are the lightweight CRM segmentation a growing practice needs.

Tag a client

Add free-form tags to any client straight from the card — VIP, Student, Couples work, Yearly package, whatever fits how you think about your practice.

ChartVault — tags edit

Filter and find by segment

  • The sidebar gains a one-click tag filter.
  • Every client row shows its tags as chips.
  • Tags are searchable.

So finding "all my VIP clients" or "everyone in couples work" is instant.

ChartVault — tags filter

Segment as you grow

Tags stay out of your way until you need them. As your list grows, they become the fastest way to slice your practice — for outreach, for analysis, or just to find a group of clients at once.

Referrals

See where your clients come from, who referred whom, and copy a signed thank-you in one tap.

Marketing & Trust

Turn the app into your content funnel with monthly sign horoscopes, and reassure clients with a privacy explainer.

On this page

Tag a clientFilter and find by segment